Encompass Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Encompass Wealth Advisors going back to March 9, 2021
- Encompass Wealth Advisors 2025 Q3 - filed Oct. 22, 2025 - new!
- Encompass Wealth Advisors 2025 Q2 - filed July 16, 2025
- Encompass Wealth Advisors 2025 Q1 - filed April 22, 2025
- Encompass Wealth Advisors 2024 Q4 - filed Jan. 28, 2025
- Encompass Wealth Advisors 2024 Q3 - filed Nov. 5, 2024
- Encompass Wealth Advisors 2024 Q2 - filed Aug. 8, 2024
- Encompass Wealth Advisors 2024 Q1 - filed May 13, 2024
- Encompass Wealth Advisors 2023 Q3 - filed Nov. 7, 2023
- Encompass Wealth Advisors 2023 Q2 - filed Aug. 9, 2023
- Encompass Wealth Advisors 2023 Q1 - filed May 5, 2023
- Encompass Wealth Advisors 2022 Q4 - filed Feb. 1, 2023
- Encompass Wealth Advisors 2022 Q3 - filed Oct. 28, 2022
- Encompass Wealth Advisors 2022 Q2 - filed Aug. 3, 2022
- Encompass Wealth Advisors 2022 Q1 - filed April 28, 2022
- Encompass Wealth Advisors 2021 Q4 - filed Jan. 20, 2022
- Encompass Wealth Advisors 2021 Q3 - filed Nov. 16, 2021
- Encompass Wealth Advisors 2021 Q2 - filed Aug. 3, 2021
- Encompass Wealth Advisors 2021 Q1 - filed May 25, 2021
- Encompass Wealth Advisors 2020 Q4 restated - filed March 9, 2021
- Encompass Wealth Advisors 2020 Q4 - filed March 9, 2021